Differenze tra le versioni di "Client management"

Da itm wiki.
(Adding, editing and cancelling Client)
(Etichetta: visualeditor)
(Adding, editing and cancelling Client)
(Etichetta: visualeditor)
Riga 71: Riga 71:
  
 
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| General || COUNTRY || Information selected from ''[[ItmSUITE® - Introduction to basic configuration|Company master data]]''
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| General || COUNTRY || Information selected from ''[[ItmSUITE® - Introduction to basic configuration#Company master data|Company master data]]''
 
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| General || LANGUAGE || Client language selected from '''''General/Company/Business Languages .'''''
 
| General || LANGUAGE || Client language selected from '''''General/Company/Business Languages .'''''

Versione delle 15:35, 6 mag 2015

This function of itmSUITE® enable the user to manage:

  • Clients registry
  • Sales Contract

Client registry

This functionality enable the user to manage client data. This function can be call be menu Clients Management / Clients

The actual display of client depends on user role

Adding, editing and cancelling Client

Adding of new client can be done directly from the main menu, or from the client list view.

Once called the add function the system shown a session with five information'tab to be managed: General, Addresses, Contacts, Banks, Organizations Units.

itmSUITE® manages the states of the client who may be the following: "Provisory", "Billable", "Inactive", "Canceled". In the following table are summarized minimum information required for each state and interactions with other itmSUITE® functions.

Status Minimal Information Interactions
Provisory COMPANY NAME, LANGUAGE This status enables the use of client in itmSUITE® that can then be associated to projects, services, resources, etc. In this state, you can not bill client.
Billable COMPANY NAME,LANGUAGE,TAX NUMBER ,PAYMENT TERM, At least one valid address This status enables to bill at client.
Inactive The transition to this state is possible after the transition from "Billable" which inherits constraints. In this state, you can not bill client.
Canceled The transition to this state is possible after the transition from "Billable" which inherits constraints. In this state, you can not operate on the client. To pass in this state, the flag BILLING COMPLETED tab General must be selected.

The table below summarized the useful information to present into the first four tabs of client.

Tabs Field Note
General CREATION DATE Creation date of the client. Field automatically updated by itmSUITE®
General CREATION USER The user who originally created the client. Field automatically updated by itmSUITE®
General EDIT DATE Last modification date of client. Field automatically updated by itmSUITE®
General EDIT USER Last modification user of client. Field automatically updated by itmSUITE®
General STATUS State of the client. The states are predefined.
General CODE Code assigned to the client.Field automatically updated by itmSUITE®
General DESCRIPTION Client company name. Alphanumeric field.
General TAX NUMBER Alphanumeric field. The tax number is not validated.
General PAYMENT TERM Information selected from FM - Configuration data
General AII All Invoice Issue
General TYPE Information selected from FM - Configuration data
General COUNTRY Information selected from Company master data
General LANGUAGE Client language selected from General/Company/Business Languages .

Sales Contract